Transaction Work Queues

Transaction Work Queues organize tasks by status, helping users focus on priorities.

Common Queues:

  1. Submission Queue: Incomplete or pending submissions.
  2. Action Required Queue: Urgent items like binders and pending policy approvals.
  3. Quotes Queue: Quotes prepared, sent, or awaiting action.
  4. In-Process Queue: Policies or submissions being actively managed.
  5. Policy Issue Queue: Policies ready for issuance.
Transaction Work Queues